ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

Location: Bethesda, MD

CIK: 0001317588 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value: $997M (100.0% shares, 0.0% debt)

Holdings (12)

SNX TD SYNNEX CORPORATION 21.4%

Value $213M Shares 2,270,000 Est. Cost $64.72 Unrealized +36.3%

HCA HCA HEALTHCARE INC 14.8%

Value $147M Shares 485,000 Est. Cost $124.46 Unrealized +118.6%

AMAT APPLIED MATLS INC 13.4%

Value $134M Shares 924,000 Est. Cost $70.91 Unrealized +72.4%

CACC CREDIT ACCEP CORP MICH 8.5%

Value $84.73M Shares 166,809 Est. Cost $453.41 Unrealized +3.2%

IBKR INTERACTIVE BROKERS GROUP IN 7.7%

Value $77.22M Shares 929,600 Est. Cost $15.38 Unrealized +26.4%

— PIONEER NAT RES CO 6.6%

Value $66.23M Shares 319,675 Est. Cost $181.88 Unrealized —

COF CAPITAL ONE FINL CORP 6.5%

Value $64.53M Shares 590,000 Est. Cost $99.69 Unrealized -3.8%

JPM JPMORGAN CHASE & CO 6.1%

Value $61.08M Shares 420,000 Est. Cost $117.65 Unrealized +10.2%

STNE STONECO LTD 5.2%

Value $51.72M Shares 4,059,872 Est. Cost $9.53 Unrealized —

NXST NEXSTAR MEDIA GROUP INC 4.9%

Value $49.3M Shares 296,000 Est. Cost $151.51 Unrealized -2.1%

AR ANTERO RESOURCES CORP 3.3%

Value $32.7M Shares 1,420,000 Est. Cost $34.41 Unrealized -35.5%

SLQT SELECTQUOTE INC 1.5%

Value $15.43M Shares 7,910,794 Est. Cost $13.07 Unrealized -87.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNX	TD SYNNEX CORPORATION	2,270,000	$213M	21.4%	$64.72	+36.3%	COM	87162W100
HCA	HCA HEALTHCARE INC	485,000	$147M	14.8%	$124.46	+118.6%	COM	40412C101
AMAT	APPLIED MATLS INC	924,000	$134M	13.4%	$70.91	+72.4%	COM	038222105
CACC	CREDIT ACCEP CORP MICH	166,809	$84.73M	8.5%	$453.41	+3.2%	COM	225310101
IBKR	INTERACTIVE BROKERS GROUP IN	929,600	$77.22M	7.7%	$15.38	+26.4%	COM CL A	45841N107
—	PIONEER NAT RES CO	319,675	$66.23M	6.6%	$181.88	—	COM	723787107
COF	CAPITAL ONE FINL CORP	590,000	$64.53M	6.5%	$99.69	-3.8%	COM	14040H105
JPM	JPMORGAN CHASE & CO	420,000	$61.08M	6.1%	$117.65	+10.2%	COM	46625H100
STNE	STONECO LTD	4,059,872	$51.72M	5.2%	$9.53	—	COM CL A	G85158106
NXST	NEXSTAR MEDIA GROUP INC	296,000	$49.3M	4.9%	$151.51	-2.1%	COMMON STOCK	65336K103
AR	ANTERO RESOURCES CORP	1,420,000	$32.7M	3.3%	$34.41	-35.5%	COM	03674X106
SLQT	SELECTQUOTE INC	7,910,794	$15.43M	1.5%	$13.07	-87.1%	COM	816307300